Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,944 | $217,432-34.7% | $185,851-23.6% | $167,553-15.3% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 13.27% | 148.43%-135.2pp | 122.11%-108.8pp | 478.89%-465.6pp |
| Employer contribution / active EE | $2,678 | $5,874-54.4% | $5,168-48.2% | $4,840-44.7% |
| Participant deferral / active EE | $9,864 | $6,357+55.2% | $5,569+77.1% | $6,343+55.5% |
| Admin fee / account holder | $4,430 | $19,820-77.6% | $16,245-72.7% | $12,316-64.0% |